Search Results for: automated marketing

Banking Fintech News

Tech Unfamiliarity, Client Defection and Lead Generation Top List of Financial Advisor Concerns in 2020: AdvisorStream Research

Fintech News Desk
by Fintech News Desk0
Financial advisors who are not fully embracing digital marketing in 2020 are at risk of losing clients and unable to take advantage of the surge in investors looking for advice during the ongoing COVID-19 pandemic and massive market volatility, according to new findings of the “AdvisorStream: State of Advisor Communications” research.......
Hightower Launches 'Elevate,' a Virtual Business Enrichment Program
Fintech News

Hightower Launches ‘Elevate,’ a Virtual Business Enrichment Program

Fintech News Desk
by Fintech News Desk0
The virtual educational series is designed to help Hightower advisory businesses boost organic growth Hightower announced the launch of ‘Elevate,’ a 20-week virtual business enrichment program designed to help Hightower advisors master practical ways to propel their business forward through the current crisis and beyond. This online education series features......
Kalder Raises $10.5M to Transform Everyday Brands Into Fintech Innovators
Fintech News

Kalder Raises $10.5M to Transform Everyday Brands Into Fintech Innovators

PR Newswire
by PR Newswire0
Kalder’s average customer boasts 50,000 linked accounts to drive an additional $450,000 in monthly revenue  Kalder announced $10.5M in funding, which includes its most recent $7M seed round led by Javelin Venture Partners with participation from 8VC, Human Capital, Gingerbread Capital, Emergence Capital, and Formus Capital as well as prominent angel investors. Previously, Kalder raised $3.5M in seed funding......
TrendSpider Launches AI Strategy Lab to Empower Investors to Build Custom AI-Powered Trading Models with Ease
Artificial Intelligence News Trading

TrendSpider Launches AI Strategy Lab to Empower Investors to Build Custom AI-Powered Trading Models with Ease

PR Newswire
by PR Newswire0
AI Strategy Lab empowers investors to seamlessly create and refine custom AI trading strategies that help identify the best time to enter trades with an optimized risk/reward profile – without a computer science degree TrendSpider, a leading developer of cloud-based market research and trading software for active investors, announced the......
Artificial Intelligence Finance Fintech Guest Posts Risk Management Robotic Process Automation

How Financial Institutions Define AI Business Value

Chris Brown
by Chris Brown0
By Chris Brown, President of Intelygenz In financial services, the era of debating AI’s viability has passed. We are now in the phase of what I call the AI Competitive Imperative. Institutions that view AI as a tool for future potential rather than a current necessity risk falling behind more......
SavvyMoney and Origence Launch Improved Loan Pre-Approval Integration
Finance Fintech News

SavvyMoney and Origence Launch Improved Loan Pre-Approval Integration

GlobeNewswire
by GlobeNewswire0
Streamlined pre-approval process boosts efficiency for lenders SavvyMoney, a company powering innovative, market-leading credit score solutions, today announced a significant expansion of its partnership with Origence, the leading lending technology solutions provider for credit unions. This collaboration integrates SavvyMoney’s Pre-Approval Solution into Origence’s arc OS loan and account origination system,......
E-commerce Featured Fintech Robotic Process Automation

Automating Financial Reconciliation for E-commerce Using AI and RPA

Fintech Staff Writer
by Fintech Staff Writer0
In the fast-evolving world of e-commerce, managing financial transactions accurately and efficiently is crucial for business success. Financial reconciliation—the process of verifying that records from different financial accounts align—is a fundamental aspect of financial management. In the e-commerce sector, the vast volume of transactions, multiple payment channels, and diverse currencies......
Artificial Intelligence Banking Digital Payments Featured Finance Fintech Risk Management Security

Leveraging AI and Data Analytics for Better Risk Assessment

Fintech Staff Writer
by Fintech Staff Writer0
The rapid evolution of financial technology has brought forward innovative ways to borrow and lend, transforming how consumers approach personal finance. One standout development in this space is the rise of Buy Now, Pay Later (BNPL) services, a flexible and accessible lending model that has disrupted traditional banking and credit......
Extole Announces Integration with Q2's Digital Banking Platform
Banking Digital Payments Finance Fintech News

Extole Announces Integration with Q2’s Digital Banking Platform

PR Newswire
by PR Newswire0
Financial Institutions can now offer Extole’s dynamic refer-a-friend and engagement programs through Q2’s Digital Banking Platform Extole, a Customer-Led Growth platform specializing in referral marketing, today announced an integration with Q2’s Digital Banking Platform, via the Q2 Partner Accelerator Program. Q2 Holdings, Inc. (NYSE: QTWO) is a leading provider of digital transformation solutions......
1